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Calix, Inc. (CALX) Stock Fundamental Analysis & AI Rating 2026

CALX NYSE Communications Services, NEC CIK: 0001406666
Updated This Month • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 21, 2026 (in 5 days) • After-hours ET • EPS est. $0.11 • All earnings →
Combined AI Rating
BUY
75% Confidence
STRONG AGREEMENT
BUY
72% Conf
BUY
78% Conf

📊 CALX Key Takeaways

Revenue: $1.0B
Net Margin: 1.8%
Free Cash Flow: $115.5M
Current Ratio: 4.24x
Debt/Equity: 0.00x
EPS: $0.26
AI Rating: BUY with 72% confidence
Calix, Inc. (CALX) receives a BUY rating with 75% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.0B, net profit margin of 1.8%, and return on equity (ROE) of 2.1%, Calix, Inc. demonstrates strong fundamentals in the Telecom sector. Below is our complete CALX stock analysis for 2026.

Is Calix, Inc. (CALX) a Good Investment?

Claude

CALX demonstrates strong revenue growth (20.3% YoY) with exceptional cash generation (FCF of $115.5M, 11.6% margin) and pristine balance sheet strength (4.24x current ratio, zero debt). However, profitability remains constrained with net margins at 1.8% and ROE/ROA below 2.2%, indicating operational leverage challenges despite gross margin expansion to 56.8%.

ChatGPT

Calix shows solid fundamental momentum with 20.3% revenue growth, sharply improved net income and EPS, and strong free cash flow generation. Its balance sheet is exceptionally clean, with no long-term debt, high liquidity, and substantial equity, which supports resilience and reinvestment capacity. The main constraint is that operating and net margins remain thin, so the durability of recent earnings improvement still needs to be proven.

Why Buy Calix, Inc. Stock? CALX Key Strengths

Claude
  • + Outstanding revenue growth of 20.3% YoY reaching $1.0B, signaling strong market demand
  • + Exceptional free cash flow generation of $115.5M (11.6% of revenue) with minimal capital intensity ($19.4M CapEx)
  • + Fortress balance sheet with zero long-term debt, $143.1M cash, 4.24x current ratio, and 477x interest coverage
  • + Net income growth of 160.1% YoY to $17.9M demonstrates improving bottom-line trajectory
  • + Strong gross margins at 56.8% indicating pricing power and favorable product mix
ChatGPT
  • + Revenue growth is strong at 20.3% YoY, indicating healthy demand and business expansion
  • + Gross margin of 56.8% and free cash flow of $115.52M suggest good product economics and cash conversion
  • + Balance sheet strength is high with no long-term debt, 4.24x current ratio, and $143.09M in cash

CALX Stock Risks: Calix, Inc. Investment Risks

Claude
  • ! Operating margin severely depressed at 2.1% despite strong revenue growth, suggesting SG&A and operational inefficiencies
  • ! Return on equity and ROA both anemic at 2.1% and 1.7% respectively, indicating poor capital efficiency
  • ! Net margin of 1.8% leaves minimal room for margin compression or cost inflation
  • ! 9 Form 4 filings in last 90 days may signal uncertainty or elevated insider trading activity requiring scrutiny
  • ! Operating income of only $21.0M on $1.0B revenue suggests limited operational scalability at current cost structure
ChatGPT
  • ! Operating margin of 2.1% and net margin of 1.8% remain low, leaving limited room for execution missteps
  • ! Returns on capital are still modest, with ROE of 2.1% and ROA of 1.7%
  • ! Recent earnings growth may be difficult to sustain if cost discipline weakens or revenue growth slows

Key Metrics to Watch

Claude
  • * Operating margin expansion and path to 5%+ as revenue scales
  • * Return on equity improvement trajectory given strong FCF generation
  • * SG&A as percentage of revenue and overhead efficiency gains
  • * Gross margin sustainability amid competitive or cost pressures
  • * Free cash flow conversion rate relative to net income
ChatGPT
  • * Operating margin expansion
  • * Free cash flow margin

Calix, Inc. (CALX) Financial Metrics & Key Ratios

Revenue
$1.0B
Net Income
$17.9M
EPS (Diluted)
$0.26
Free Cash Flow
$115.5M
Total Assets
$1.1B
Cash Position
$143.1M

💡 AI Analyst Insight

Strong liquidity with a 4.24x current ratio provides a solid financial cushion.

CALX Profit Margin, ROE & Profitability Analysis

Gross Margin 56.8%
Operating Margin 2.1%
Net Margin 1.8%
ROE 2.1%
ROA 1.7%
FCF Margin 11.6%

CALX vs Telecom Sector: How Calix, Inc. Compares

How Calix, Inc. compares to Telecom sector averages

Net Margin
CALX 1.8%
vs
Sector Avg 14.0%
CALX Sector
ROE
CALX 2.1%
vs
Sector Avg 15.0%
CALX Sector
Current Ratio
CALX 4.2x
vs
Sector Avg 1.0x
CALX Sector
Debt/Equity
CALX 0.0x
vs
Sector Avg 1.2x
CALX Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Calix, Inc. Stock Overvalued? CALX Valuation Analysis 2026

Based on fundamental analysis, Calix, Inc. has mixed fundamental signals relative to the Telecom sector in 2026.

Return on Equity
2.1%
Sector avg: 15%
Net Profit Margin
1.8%
Sector avg: 14%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 1.2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Calix, Inc. Balance Sheet: CALX Debt, Cash & Liquidity

Current Ratio
4.24x
Quick Ratio
3.42x
Debt/Equity
0.00x
Debt/Assets
18.8%
Interest Coverage
477.05x
Long-term Debt
N/A

CALX Revenue & Earnings Growth: 5-Year Financial Trend

CALX 5-year financial data: Year 2022: Revenue $867.8M, Net Income $33.5M, EPS $0.54. Year 2023: Revenue $1.0B, Net Income $238.4M, EPS $3.51. Year 2024: Revenue $1.0B, Net Income $41.0M, EPS $0.60. Year 2025: Revenue $1.0B, Net Income $29.3M, EPS $0.42.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Calix, Inc.'s revenue has grown significantly by 20% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.42 reflects profitable operations.

CALX Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
11.6%
Free cash flow / Revenue

CALX Quarterly Earnings & Performance

Quarterly financial performance data for Calix, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $200.9M -$4.0M $-0.06
Q2 2025 $198.1M -$199.0K $0.00
Q1 2025 $220.2M $103.0K $0.00
Q3 2024 $200.9M -$4.0M $-0.06
Q2 2024 $198.1M -$7.9M $-0.12
Q1 2024 $226.3M $103.0K $0.00
Q3 2023 $236.3M $13.4M $0.19
Q2 2023 $202.0M $7.5M $0.11

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Calix, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$135.0M
Cash generated from operations
Stock Buybacks
$93.6M
Shares repurchased (TTM)
Capital Expenditures
$19.4M
Investment in assets
Dividends
None
No dividend program

CALX SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Calix, Inc. (CIK: 0001406666)

📋 Recent SEC Filings

Date Form Document Action
Apr 10, 2026 4 xslF345X06/wk-form4_1775851531.xml View →
Mar 31, 2026 4 xslF345X06/wk-form4_1774987484.xml View →
Mar 27, 2026 DEF 14A calx-20260327.htm View →
Feb 26, 2026 4 xslF345X05/wk-form4_1772140643.xml View →
Feb 20, 2026 10-K calx-20251231.htm View →

Frequently Asked Questions about CALX

What is the AI rating for CALX?

Calix, Inc. (CALX) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (BUY) with 75% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CALX's key strengths?

Claude: Outstanding revenue growth of 20.3% YoY reaching $1.0B, signaling strong market demand. Exceptional free cash flow generation of $115.5M (11.6% of revenue) with minimal capital intensity ($19.4M CapEx). ChatGPT: Revenue growth is strong at 20.3% YoY, indicating healthy demand and business expansion. Gross margin of 56.8% and free cash flow of $115.52M suggest good product economics and cash conversion.

What are the risks of investing in CALX?

Claude: Operating margin severely depressed at 2.1% despite strong revenue growth, suggesting SG&A and operational inefficiencies. Return on equity and ROA both anemic at 2.1% and 1.7% respectively, indicating poor capital efficiency. ChatGPT: Operating margin of 2.1% and net margin of 1.8% remain low, leaving limited room for execution missteps. Returns on capital are still modest, with ROE of 2.1% and ROA of 1.7%.

What is CALX's revenue and growth?

Calix, Inc. reported revenue of $1.0B.

Does CALX pay dividends?

Calix, Inc. does not currently pay dividends.

Where can I find CALX SEC filings?

Official SEC filings for Calix, Inc. (CIK: 0001406666) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CALX's EPS?

Calix, Inc. has a diluted EPS of $0.26.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is CALX a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Calix, Inc. has a BUY rating with 75% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is CALX stock overvalued or undervalued?

Valuation metrics for CALX: ROE of 2.1% (sector avg: 15%), net margin of 1.8% (sector avg: 14%). Compare these metrics with sector averages to assess valuation.

Should I buy CALX stock in 2026?

Our dual AI analysis gives Calix, Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is CALX's free cash flow?

Calix, Inc.'s operating cash flow is $135.0M, with capital expenditures of $19.4M. FCF margin is 11.6%.

How does CALX compare to other Telecom stocks?

Vs Telecom sector averages: Net margin 1.8% (avg: 14%), ROE 2.1% (avg: 15%), current ratio 4.24 (avg: 1).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2025-12-31 | Powered by Claude AI